Virtual Tax & Estate Planning Attorney (Nationwide)

Wisepath Group; High Point (NC); Remote; USD 60,000 - 100,000; Full time

Job summary

An established industry player is on the lookout for a Remote Tax & Estate Planning Attorney. This role offers the chance to work closely with clients, guiding them through complex estate planning strategies while ensuring they understand their options. As a part of a dedicated legal team, you will conduct virtual consultations, prepare vital legal documents, and provide tax guidance, all in a fully remote setting. With a focus on client engagement and professional growth, this position promises a flexible work environment that adapts to your lifestyle. If you are passionate about helping clients secure their futures, this opportunity is perfect for you.

Benefits

Fully Remote Work

Flexible Work Hours

Professional Growth Opportunities

Technology-Driven Work Environment

Qualifications

• Must be an actively licensed attorney in good standing in at least one U.S. state.
• 3+ years of experience in estate planning and trust drafting.

Responsibilities

• Conduct virtual consultations to assess clients' estate planning needs.
• Draft and review estate planning documents, including trusts and wills.

Skills

Client Engagement

Estate Planning

Tax Law

Communication Skills

Sales Skills

Education

Licensed Attorney

Tools

Estate Planning Software

Tax Software

Job description

About Us:

We are Wisepath & Estate Mentors a leading estate planning technology company dedicated to providing high-quality trust packages to clients nationwide. Our mission is to help individuals and families protect their assets, minimize tax burdens, and create comprehensive estate plans tailored to their unique needs. We leverage technology and a client-focused approach to deliver exceptional service remotely.

We are seeking a Remote Tax & Estate Planning Attorney with strong client engagement skills and expertise in estate planning, trusts, and tax law. The ideal candidate will have a passion for guiding clients through complex estate planning strategies while ensuring they understand their options and the legal implications of their choices.

Key Responsibilities:

• Client Consultation & Strategy Development: Conduct virtual consultations with clients to assess their estate planning needs and recommend appropriate legal strategies.
• Estate Planning Document Preparation & Review: Draft, review, and finalize estate planning documents, including revocable and irrevocable trusts, wills, powers of attorney, and related legal instruments.
• Tax & Probate Guidance: Advise clients on tax implications related to estate planning and asset protection. Assist in probate matters when applicable.
• Compliance & Legal Updates: Stay current on federal and state estate planning laws, tax codes, and probate regulations to ensure compliance and best practices.
• Client Education & Sales Presentation: Effectively communicate estate planning concepts, ensuring clients understand their options and feel confident in their decisions.
• Collaboration & Remote Work: Work closely with a team of legal professionals and support staff to provide seamless service to clients in a fully remote environment.

Qualifications:

Licensed Attorney: Must be actively licensed and in good standing in at least one U.S. state.
Estate Planning Expertise: Minimum of 3 years of experience in estate planning, trust drafting, and probate law (5+ years preferred).
Sales & Client Engagement Skills: Ability to explain estate planning strategies clearly and persuasively to clients.
Technical Proficiency: Experience with estate planning and tax software preferred.
Strong Communication Skills: Excellent verbal and written communication, with the ability to build rapport and trust with clients.
Availability: Open to working flexible hours, including some weekends, to accommodate client schedules.

Compensation & Benefits:

Competitive Compensation: Based on experience and skill level. Please provide your total compensation expectations per hour in your application.
Fully Remote & Flexible Work Environment: Work from anywhere in the U.S. with a schedule that fits your lifestyle.
Professional Growth Opportunities: Collaborate with a respected legal team and gain exposure to a diverse range of estate planning cases.
️ Technology-Driven Work: Leverage cutting-edge tools to streamline document preparation and client communication.